I hope you had a chance to read Laura’s blog post last week about the lack of information available for prospective college students about the long term financial consequences of student loans. … Read More

In a recent blog post that I wrote just a few weeks ago I drew attention to the fact that many investor predictions for 2014 played out in the market in unexpected… Read More

$1,200,000,000,000. That’s a lot of zeros. That’s also our country’s nationwide student loan debt. Student loan debt has recently passed both auto loans and credit card debt, but this shouldn’t come as… Read More

Have you thought about how your family might treat each other when you’re gone?  It’s not a fun topic to consider, but a necessary one.  They may get along great now, but… Read More

Now that the holidays are behind us, we find ourselves entering a new season:  it’s the time of year for annual market and economic forecasts.  Economists, financial analysts, and investment managers alike… Read More

Both are highly trained and skilled. Both work within some form of established guidelines. For the investment manager it’s an investment policy. For the chef it’s a recipe. Both allow for creativity… Read More

The evolution of technology over the past decade is drastically changing the landscape for advice-centered businesses.  Just look at how Travelocity has displaced the experienced travel agent and Zillow is fast becoming… Read More

I have been with Legacy Trust now for just over two years and thought I would share some of what I have learned.  I have had a couple different roles since starting…. Read More

When it comes to wealth planning, it is easy for some of us to become consumed with the preservation and accumulation of assets, rates of return and cash flows.  We perceive the… Read More

It seems that I have had an unusually large number of conversations recently about how to choose a trustee for a trust.  Therefore, I felt this might be a good time to… Read More